How to Use Evernote for Business

Start the Guide
Use Evernote For Business

How to Use Evernote for Business

Evernote is a note-taking software that can keep you organized between all of your electronic devices. This is a great tool in the business world to keep all of your information at your fingertips.

2k Views
Step 1 of 8
Evernote syncs over the Internet so you will have all of your notes and documents available online, from phones to computers to tablets.

Evernote syncs over the Internet so you will have all of your notes and documents available online, from phones to computers to tablets.

Step 2 of 8

Stay Organized! Evernote has a built in organizational structure that you MUST FOLLOW in order to use it effectively. The three main components are Notebooks, Notes, and Tags.

Step 3 of 8
Notebooks are like file folders. Say you have a new big project at work that will require many different documents. Create a notebook! This is where you will find everything related to that project.

Notebooks are like file folders. Say you have a new big project at work that will require many different documents. Create a notebook! This is where you will find everything related to that project.

Step 4 of 8
Inside your notebook, you can place individual notes. These can be audio recordings of meetings, notes taken during meetings, photos, documents, and even emails.

Inside your notebook, you can place individual notes. These can be audio recordings of meetings, notes taken during meetings, photos, documents, and even emails.

Step 5 of 8
This is how your new note will look on an iPad tablet. Every new note you add for your project should be inside your New Project notebook.

This is how your new note will look on an iPad tablet. Every new note you add for your project should be inside your New Project notebook.

Step 6 of 8
Tags are like bookmarks. They help you locate documents that focus on a certain subject. They allow you to identify common attributes of notes, no matter what notebook they are in.

Tags are like bookmarks. They help you locate documents that focus on a certain subject. They allow you to identify common attributes of notes, no matter what notebook they are in.

Step 7 of 8

Say you need a financial piece for every project you put out. Tag "finances" to your note about financials. That way, when you search "finances," all notes that were tagged "finances" will appear

Step 8 of 8

Say you like to clip recipes from online. Tag dinner recipes with "dinner" and baking ideas with "baking." Come dinner time, simply search for "dinner" and all the recipes you clipped will appear!

Start Over

3 Comments
Supplies

Laptop

Desktop

Tablet

Kristin Adams

Glad I can help guys! Let me know if you have other questions!

(author) 10 months ago

Laura Atwood

I also tried using Evernote but was stymied about how it works and where to begin. Thanks for this simple tutorial. It makes the structure much clearer, and I'm ready to try it again with this new clarity to help me.

Laura Atwood 11 months ago

Tiffany Tarnowski

I have had this app for months but never used it. I tried the other day and didn't get it. Thanks for the starter lesson!

Tiffany Tarnowski 11 months ago

Robb Paltz

evernote

Robb Paltz 3 months ago

Be first to comment on Step 2.

Be first to comment on Step 3.

Be first to comment on Step 4.

Be first to comment on Step 5.

Be first to comment on Step 6.

Be first to comment on Step 7.

Be first to comment on Step 8.